Sterling Financial Planning, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1844278
SPARTA, NJ
Position in VB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$229,461
+$89,513 QoQ
Shares Held
757
+18.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#488
of 556 holders
Holding Since
Dec 2020
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,461 | 757 | Shares | Sole | 2026-08-11 | |
| 2021-09-30 | $139,948 | 640 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $128,409 | 570 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $14,985 | 70 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $13,627 | 70 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||